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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,693 | $106,749-65.6% | $145,433-74.8% | $82,448-55.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -20.84% | 27.59%-48.4pp | 66.58%-87.4pp | 41.64%-62.5pp |
| Employer contribution / active EE | $7,143 | $3,444+107.4% | $4,554+56.8% | $2,551+180.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |